J P MORGAN EXCHANGE TRADED F

Ticker: JMEE CUSIP: 46641Q118 Class: SMALL & MID CAP

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 19,152 Value ($000) $1,314 Avg Close — Range —
Q3 2025
Shares 17,599 Value ($000) $1,126 Avg Close — Range —
Q2 2025
Shares 16,940 Value ($000) $1,028 Avg Close — Range —
Q1 2025
Shares 15,591 Value ($000) $793 Avg Close — Range —
Q4 2024
Shares 14,115 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 12,707 Value ($000) $1 Avg Close — Range —